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Noble Wealth Management PBC’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Noble Wealth Management PBC’s Portfolio RDFI Stock Details RDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Sell
9,228
-27
-0.3% -$634 0.1% 154
2026
Q1 		$213K Buy
9,255
+1,408
+18% +$33.8K 0.11% 139
2025
Q4 		$188K Buy
+7,847
New +$188K 0.09% 147

Other funds holding RDFI

IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Noble Wealth Management PBC's RDFI Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Rareview Dynamic Fixed Income ETF (RDFI) stake by 0.29% in Q2 2026, selling an estimated $634 and leaving 9,228 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #154.

Noble Wealth Management PBC first reported a position in RDFI in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

  • Noble Wealth Management PBC held 9,228 shares of Rareview Dynamic Fixed Income ETF worth $220K as of Q2 2026.
  • Noble Wealth Management PBC sold 27 Rareview Dynamic Fixed Income ETF shares in Q2 2026, an estimated $634.
  • Rareview Dynamic Fixed Income ETF made up 0.1% of Noble Wealth Management PBC's portfolio in Q2 2026, its #154 holding.
  • Noble Wealth Management PBC first reported a position in Rareview Dynamic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.